See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,320 | $86,929+3.9% | $102,423-11.8% | $80,856+11.7% |
| Participation rate | 29.4% | 72.4%-43.0pp | 76.5%-47.1pp | 67.6%-38.2pp |
| Annual return | 16.32% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,264 | $2,369-46.6% | $3,023-58.2% | $2,755-54.1% |
| Participant deferral / active EE | $3,585 | $4,118-13.0% | $5,053-29.1% | $4,296-16.5% |
| Admin fee / account holder | $3 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |